Responsibilities

• Identify, develop, and execute initiatives that elevate our email program to best in class standards and enhance the client and prospect experience.
• Work with marketing partners, stakeholders, and manager to strategize and build robust client and prospect multitouch experiences that facilitate retention, share of wallet, and net new clients.
• Act as an email design/development SME:
• Be able to identify email design and rendering issues and make recommendations for improvements and fixes
• Create new email templates based on email development best practices and internal brand standards
• Consistently stay up to date on email and marketing automation best practices while bringing new ideas to the team
• Work within Pardot day to day to execute email campaigns and drip journeys for the Institutional and Intermediary channels.
• Contribute to our analytics and testing strategy. Support reporting on email metrics on a regular cadence and make recommendations for testing and optimization.
• Be a Pardot subject matter expert: understand the inner workings of Pardot and how it relates to our customer acquisition and retention strategy.
• Help maintain best practices for Pardot, including naming conventions, list management, lead flow, segmentation, syncing behavior, and user management.

Requirements

• Knowledge of financial markets and an understanding of the intermediary and institutional sales process
• Experience developing multi-touch drip journeys for all client lifecycles
• Ability to prioritize and handle multiple projects simultaneously, perform in a fast-paced environment, with tight time frames, all while maintaining utmost attention to detail and accuracy
• Results driven individual with ability to act tactically while thinking strategically
• Ability to leverage data to extract insights that inform ROI and drive campaign optimization
• Ability to identify areas for improvement across all areas of work
• Ability to strategically execute on new ideas and initiatives without the need for oversight
• Proficiency in email design, UX, and visual hierarchy principles
• Advanced knowledge of HTML, CSS, and email development, with several years’ experience in email-specific coding and troubleshooting inbox rendering issues
• Working knowledge of Photoshop, Illustrator, and Dreamweaver
• 5+ years of Pardot experience. Pardot Consultant certification required
• 4+ years Salesforce experience required
• 2+ years experience in the investment management or wealth management industry

Preferred

• Experience writing copy for the financial advisor demographic
• Working knowledge of Git (Azure Dev-Ops or GitHub)

Benefits

• Hybrid working and reasonable accommodations
• Generous Holiday policies
• Excellent Health and Wellbeing benefits including corporate membership to Wellhub
• Paid volunteer time to step away from your desk and into the community
• Support to grow through professional development courses, tuition/qualification reimbursement and more
• Maternal/paternal leave benefits and family services
• Unique employee events and programs including a 14er challenge
• Complimentary beverages, snacks and all employee Happy Hours